Goldman Sachs shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.3k | 796.35 |
| 2025-06-30 | $914k | 1.3k | 707.75 |
| 2025-03-31 | $704k | 1.3k | 546.29 |
| 2024-12-31 | $735k | 1.3k | 572.62 |
| 2024-09-30 | $474k | 957 | 495.11 |
| 2024-06-30 | $433k | 957 | 452.32 |
| 2024-03-31 | $400k | 957 | 417.69 |
| 2023-12-31 | $385k | 997 | 385.77 |
| 2023-09-30 | $315k | 972 | 323.57 |
| 2023-06-30 | $314k | 972 | 322.54 |
| 2023-03-31 | $318k | 972 | 327.11 |
| 2022-12-31 | $337k | 982 | 343.38 |
| 2022-09-30 | $288k | 982 | 293.28 |
| 2022-06-30 | $308k | 1.0k | 297.30 |
| 2022-03-31 | $336k | 1.0k | 329.74 |
| 2021-12-31 | $375k | 979 | 383.04 |
| 2021-09-30 | $345k | 913 | 377.88 |
| 2021-06-30 | $356k | 939 | 379.13 |
| 2021-03-31 | $420k | 1.3k | 327.36 |
| 2020-12-31 | $316k | 1.2k | 263.55 |
| 2020-09-30 | $216k | 1.1k | 201.12 |
| 2020-06-30 | $224k | 1.1k | 208.57 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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